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Stacker Details
- Creator
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Jane M. Young, CFP, EA
- Creation Date
- August 25, 2009
- Replies
- Comments (1)
- Categories
- Financial Planning
- Categories
- financial planner
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Certainly there are 'ages' that events lend themselves to planners, but often it is more 'lifecycle' and event based. I received a call from a 20 year old a few months back that received an inheritance, and needed to get on the right path. When you start to build your financial foundation, it's a good time to make sure you're doing it right... too many people would rather wait and end up missing out for years on opportunities they didn't know existed.
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